Category Archives: Learn Salesforce

Macros are very powerful and interesting component of salesforce. Macros are like set of computer instructions that executes to automate some task that task can be to assign value in a field, to automatically send an email, to update any field, selecting an email template and more. All instructions that we create using macros get execute on a single click. Macros are mostly use with case feed layout basically to update case and to send quick response to user about any update of case raised by that user.

Data is the most valuable asset of an organization and good data quality is absolutely priceless. As evident from the analysis, bad data is one of the top reason for the failure of a CRM project as it provides you incomplete, in accurate and confusing information and thereby misleading the management into making an incorrect decision.

Duplicate data in salesforce is one of the major reason of bad data quality and it sucks the life out of an effective salesforce by clogging the organization’s work system. It hampers the efficiency, performance and of course the profitability of the organization. Rather than utilizing time in converting the new lead, the sales reps time gets wasted on working on the duplicate leads resulting in lower efficiency.Continue reading →

AngularJS is a very popular JavaScript user interface (UI) libraries. It is used for data binding based on MVC pattern. If you need some CSS magic then I recommend using Bootstrap, a very popular CSS library.

Let’s go through the set of steps with sample code for the implementation of AngularJS with Bootstrap on a Visualforce page. Continue reading →

Salesforce CRM is easy to use because it’s a cloud based technology and it can be accessed from multiple kind of devices like Mobile phones, Tablets, PCs via browser. You can install the Salesforce1 app in your Android based phone/ Tablets or iPhone, iPad etc. for easy access. It has a user friendly interface to navigate b/w tabs.

2. Easy to setup and Easy to integrate with multiple kind of systems.

If you are using any other system before salesforce, you can easily import your existing data into salesforce or integrate your old system with salesforce to sync the old data.Continue reading →

Google AdWords provides you with a unique ID, called a “GCLID,” for every click that comes to your website from an AdWords ad. By querying “GclId” you’ll be able to see which keywords (Search String) are contributing not just to new lead submissions, but, more importantly, to actual sales.

How to Retrieve Keywords

Step 1:

You need to have an AdWords manager account to apply for access to the API. If you don’t already have a manager account, you will need to create one.

Microsoft Outlook integration with salesforce application that you install, Syncs contacts, events, and tasks, attachments between Outlook and Salesforce and view Salesforce records related to the contacts and leads in your emails and events in Outlook.

Salesforce Implementation can be transformational for organization it can change the entire way an organization operates today to how it would work in future.

In my post here today I would try to enlist the major challenges shared by organizations who approached us for Salesforce Implementation , adopt, transform, and make changes, to the Salesforce and we turned them into happy Salesforce Organization.

There are a lot of resources out there for people looking to get up and running on the Salesforce platform. But many organizations say they had a difficult time translating some business process, languages to a Salesforce language.

Salesforce language was uncomfortable. I did not know what a lead, contact, organization, account, etc. was….

As we get to the rescue from on client to another we have noticed the Life doesn’t end after thinking about Salesforce as a solution. Life starts for sure after you we go for Salesforce but let’s try simplify Salesforce . Continue reading →